Harper Investing’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$329K	Buy	5,349 +1,268	+31%	+$78.1K	0.18%	51
2025 Q1	$235K	Buy	+4,081	New	+$235K	0.16%	48